LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.26M
3 +$1.17M
4
NEE icon
NextEra Energy
NEE
+$1.14M
5
RHI icon
Robert Half
RHI
+$1.09M

Top Sells

1 +$491K
2 +$336K
3 +$288K
4
C icon
Citigroup
C
+$277K
5
COP icon
ConocoPhillips
COP
+$210K

Sector Composition

1 Technology 19.87%
2 Financials 13.93%
3 Industrials 11.63%
4 Healthcare 8.78%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19K 0.01%
570
227
$18K 0.01%
175
228
$18K 0.01%
539
229
$18K 0.01%
300
230
$18K 0.01%
245
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$18K 0.01%
86
232
$17K 0.01%
120
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$17K 0.01%
1,975
234
$17K 0.01%
1,200
235
$17K 0.01%
140
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$16K 0.01%
970
237
$15K 0.01%
110
238
$15K 0.01%
1,000
239
$15K 0.01%
132
240
$15K 0.01%
1,980
241
$14K 0.01%
363
242
$14K 0.01%
150
243
$14K 0.01%
317
244
$14K 0.01%
233
245
$14K 0.01%
2,432
246
$13K 0.01%
185
247
$13K 0.01%
440
248
$13K 0.01%
+710
249
$11K 0.01%
313
250
$11K 0.01%
110